See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,137 | $77,813-49.7% | $123,544-68.3% | $64,186-39.0% |
| Participation rate | 79.6% | 74.7%+4.9pp | 82.3%-2.7pp | 69.6%+10.0pp |
| Annual return | -5.18% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,420 | $3,014+46.7% | $4,628-4.5% | $2,381+85.7% |
| Participant deferral / active EE | $9,273 | $5,240+77.0% | $6,426+44.3% | $3,470+167.3% |
| Admin fee / account holder | $4,377 | $5,519-20.7% | $9,284-52.9% | $4,888-10.5% |